Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Roya Yeroshalmi is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2014 and has provided regulatory compliance services through Advanced Regulatory Compliance since 2004. Outside of her advisory role, she serves as an independent compliance consultant for the ACA Group. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Farris Mandilawi is a financial advisor at RBC Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Securities, HSBC Securities USA, MUFG Union Bank, and J.P. Morgan Securities. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment advisory and brokerage services within a broad financial services group affiliated with a bank parent, providing financial planning, portfolio management, and ongoing reporting.

Michael Shotton is a financial advisor at SteelPeak Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cantor Fitzgerald & Co. from 2016 to 2023. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios alongside due diligence on private securities and pooled vehicles.

Jeffrey Jacobs is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 designation and has previous experience with firms including Goodfriend Jacobs Bleeck & Breslow LLP and Ocean Avenue Capital Advisors, Inc. Outside of his advisory role, he is the managing member of The Jacobs Company LLC, an insurance business. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds.

Susan Koron is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her career includes roles at City National Bank, Banc of California, Unionbanc Investment Services, and Union Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale. The firm is part of a broader financial services group affiliated with a bank parent and related entities providing a wide range of financial services.

Bradley Poock is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at Muriel Siebert & Co., Inc. since 2018 and previously spent five years at Stockcross Financial Services. Outside of advisory work, he is involved in a beverage company, Frosty Palm, and participates as a member of the Ali-Lessens Leads Club. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform that applies Modern Portfolio Theory and offers access to third-party and independent managers within a wrap-fee structure.

Malley Cooper is a financial advisor at SteelPeak Wealth, LLC in Los Angeles, CA, holding a Series 65 designation. Cooper has one year of industry experience, having worked previously at Carpe and completed five years at Duke University. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm employs proprietary and custom model portfolios, offers alternative investment consulting, and manages affiliated private funds and registered interval funds.

Anthony Delane is a CFP® professional with 11 years of industry experience, currently serving at Halbert Hargrove since 2016. Prior to joining Halbert Hargrove, he worked at UBS Financial Services. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary, fee-only investment management along with financial planning, consulting, and retirement plan services through a multi-advisor platform.

Nickolas Strain is a CFP® with 20 years of industry experience and has been with Halbert Hargrove since 2005. He holds Series 63 and Series 66 licenses and is based in Valencia, CA. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory services. The firm employs a formal Investment Committee and a documented analytical framework, combining qualitative and quantitative methods to implement diversified allocations across various investment vehicles.

Christopher Riboli is a CFP® professional with 13 years of experience in financial advising. He has been with Root Financial Partners since 2021 and previously worked at Integrity Financial Corporation from 2013 to 2021. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and allows for specialized approaches when appropriate.

Steven Dymant is a financial advisor at SteelPeak Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Sydasha Global Advisors, LLC and Prime Opportunities Investment Group, LLC. Outside of advisory work, he serves on the board of directors for Vigilant Drone Defense, a counter-UAV technology company. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, trusts, and family offices, providing financial planning, portfolio management, and alternative investment consulting. The firm utilizes proprietary model portfolios and conducts due diligence on private securities for eligible clients, offering a range of investment solutions across multiple asset classes.

Kamyar Kashfi is an investment advisor representative with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Stockcross Financial Services, Inc. since 2005 and divides his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both subsidiaries of Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform and access to independent and third-party managers. The firm utilizes Modern Portfolio Theory and a risk-tolerance questionnaire to construct ETF/ETN-based portfolios, with both discretionary and non-discretionary engagement options.

Daniel Yasharel is a financial advisor with Osaic Wealth, Inc., holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Osaic since 1994 and has worked with NWF Advisory Services, Inc. and NWF Advisory Group, Inc. since 2005. Yasharel also serves as a FINRA independent arbitrator, a role involving the resolution of securities-related disputes. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, portfolio optimization, and access to various custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

John Abusaid is a financial advisor at Halbert Hargrove with 19 years of industry experience. He holds a Series 66 designation and has been with Halbert Hargrove Global Advisors since 2004. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to manage portfolios across a variety of investment vehicles.

David Bender is a financial advisor at Siebert AdvisorNXT, LLC with 43 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Muriel Siebert & Co., Inc. since 2017 and StockCross Financial Services since 2010. He is a dual employee of Muriel Siebert & Co., LLC and Siebert AdvisorNXT, splitting his time evenly between both firms. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform and third-party managers, applying Modern Portfolio Theory and risk-tolerance questionnaires to construct ETF/ETN-based portfolios with rebalancing and offers both discretionary and non-discretionary management options.

Michael King is a financial advisor with Aspiriant, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and GenSpring Family Offices. He has been with Aspiriant since 2023. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering investment management and comprehensive wealth planning and family office services. The firm’s investment approach includes customized asset allocation with a range of implementation options and proprietary resources, as well as specialized services such as tax and estate planning and divorce financial analysis.

Chan Young Lee is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at KLK Capital Management and M. S. HOWELLS & Co. from 2017 onward. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Leonard Hirsh is a CFP® professional with 11 years of experience in the financial services industry. He is currently a financial advisor at SEIA and has previously worked at Ses LLC, Royal Alliance Associates, Inc., and Sii. He holds a California insurance license as a producer. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments in its investment approach and offers a mix of discretionary and non-discretionary investment management, financial planning, and consulting services.

Craig Eissler is a CFP® and Series 65 credentialed advisor with 14 years of industry experience. He is affiliated with Halbert Hargrove and Langley, O'Grady & Associates, where he serves as a marketing associate for a CPA firm outside of his advisory role. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, and other entities through a multi-advisor platform offering discretionary, fee-only investment management, financial planning, and consulting services. The firm employs an Investment Committee to develop diversified portfolios using qualitative and quantitative research and incorporates independent managers and controlled use of AI tools in its investment process.